Customer
Celebrate with Customers
- Save important dates including your client's birthday, their spouse's birthday, and their anniversary.
- Be reminded of upcoming birthdays and anniversaries right from your UnitWise dashboard!
- Save time by creating email templates for birthdays and anniversaries that can be scheduled ahead of time to reach clients on their special days.
Mary:
I’m a director of a very big unit. I like to know how many parties and facials my Unit members did and who held the most appointments, so that I can buy prizes for my weekly meetings in advance. Does UnitWise give me this information?
Hero at UnitWise:
Shopping for prizes will be fun, Mary! The "At a Glance" feature lets you see the number of parties and facials in an easy to read table format. You can even export it and forward these Unit Recognition Reports to your assistant or take it with you to shop.
